Equation Technologies, Inc. is a business management solutions provider focused on helping small and mid-sized companies implement and optimize leading ERP, CRM, accounting, and HR management software. Equation Technologies, Inc. specializes in the deployment and ongoing support of platforms such as Sage 300 ERP (formerly Accpac), Sage Intacct, and Sage CRM, aiming to streamline operations for their clients.
The company offers:
- Implementation and support for top-performing ERP, CRM, and accounting systems
- Database and software development, including system integration and custom application development
- Assistance with migration from platforms like QuickBooks
- A proprietary “Try Before You Buy” approach to lower the risk associated with ERP software selection (learn more)
Equation Technologies, Inc. distinguishes itself by maintaining a full staff of technical experts who can tackle both standard software deployments and complex custom integrations. Their approach is designed to help organizations achieve greater efficiency and better business insight from their management systems.
Who does Equation Technologies, Inc. serve?
Equation Technologies, Inc. primarily serves small and mid-sized businesses seeking robust business management solutions. Their client roster includes organizations such as CASA/LA, reflecting a focus on professional, nonprofit, and operationally complex businesses looking for reliable ERP and CRM support.
How was Equation Technologies, Inc. started?
Founded in 2001 in Encinitas, California, Equation Technologies, Inc. was established by Erica Burles, a CPA with deep expertise in accounting and business practices. The leadership team includes specialists in solution engineering, client services, software architecture, customer success, and professional services—each bringing relevant technical and domain expertise to their roles. This foundation has enabled the company to build a reputation for both technical capability and customer-centric service.
What sets Equation Technologies, Inc. apart?
Equation Technologies, Inc. combines hands-on software implementation experience with custom development and integration skills, allowing them to address a wide range of business needs. Their “Try Before You Buy” methodology reduces risk for clients by allowing them to pilot solutions before full commitment, a differentiator in the ERP software selection process.
For more details on their team and approach, see their About page.
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